09-November-2020 Interaction Reporter · 2020. 11. 9. · Interaction Reporter, an add-on module...
Transcript of 09-November-2020 Interaction Reporter · 2020. 11. 9. · Interaction Reporter, an add-on module...
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PureConnect®PureConnect®
2021 R22021 R2
Generated:
05-May-2021
Content last updated:
10-June-2020
See Change Log for summary ofchanges.
Interaction ReporterInteraction Reporter
Printed HelpPrinted Help
AbstractAbstract
This document is a printable version of the Interaction Reporter help.Interaction Reporter, an add-on module for IC Business Manager, allowsyou to generate pre-defined reports.
For the latest version of this document, see the PureConnectDocumentation Library at: http://help.genesys.com/pureconnect.
For copyright and trademark information, seehttps://help.genesys.com/pureconnect/desktop/copyright_and_trademark_information.htm.
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http://help.genesys.com/pureconnecthttps://help.genesys.com/pureconnect/desktop/copyright_and_trademark_information.htm
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Table of ContentsTable of ContentsTable of ContentsAbout Interaction Reporter
Report ManagementPureConnect Data Dictionary
About the User InterfaceRelated Topics
Run a ReportRunning a Report
Run a reportRunning a report from a saved filter
Using Report FiltersFilter ViewCreating a report filterImporting or Exporting a report filterLoading or Saving a report filterResetting filter parameters
View a ReportViewing a Report
ActiveReports viewer toolbarCrystal Reports viewer ToolbarCustomizing the Workspace View
Customizing Interaction Reporter Workspace ViewsSplitting your Workspace ViewMoving a View to a another Tab GroupDisplaying a list of Report Views and Filter Views in a Tab Group
Viewing a Sample ReportRelated Topics
Export Report DataExporting Report DataExporting Formatted DataExporting Unformatted Data
Interaction Reporter reportsViewing a Sample Report
Related TopicsAnalyzer Reports
Analyzer Scoring Detail ReportKeyword Hit Report
Dialer ReportsAgent Success Results ReportCall History ReportCampaign Disposition Summary ReportCampaign Statistics ReportCampaign Success Results ReportCall Analysis ReportAgent Utilization ReportAgent Disposition Summary ReportAgent Utilization by Campaign ReportBest Time to Call Analysis ReportCall Answer Distribution Report
Interaction Optimizer ReportsSchedule Adherence and Conformance Detail ReportSchedule Adherence and Conformance Summary ReportActual vs. Forecast Historical Analysis ReportHeadcount Summary: Scheduled vs. Forecasted ReportIndividual Schedule Detail ReportIndividual Schedule Summary ReportSchedule (Graph) ReportSchedule (Graph) All Schedules: Published and not Published ReportSchedule (List) ReportSchedule (Text Based) All Schedules: Published and not Published ReportSchedule (Text Based) ReportSchedule Unit Detail Report
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101102104105107108109112115115117118118120121122122125131131135138143144145145147148150150153155158161163164167168168171172173174175178181185188192192195195197199
Time Off Request by Agent ReportTime Off Request by Scheduling Unit Report
Interaction Process Automation ReportsProcess Detail ReportWork Items ReportProcess Summary Report
Line Reports(Graph) Calls Entered Line Group by Hour Report(Graph) Calls Inbound Entered Line Group by Hour Report(Graph) Calls Outbound Blocked Line Group by Hour Report(Graph) Calls Outbound Line Group by Hour Report(Graph) Erlang Study Report(Graph) Percent All Lines Busy by Hour Report(Graph) Percent Line Group Busy by Hour ReportLine Activity by Hour ReportLine Group All Trunks Busy for Interval by Day ReportLine Group Identification ReportLine Group Least Used Trunks by Day ReportLine Summary and DetailLine Group Summary and Detail
Queue Reports(Graph) Abandoned Call Profile Report(Graph) Answered Call Profile Report(Graph) Profile of Average Speed of Answer Report(Graph) Profile of Calls Abandoned in 1st Service Level Report(Graph) Profile of Calls Answered in 1st Service Level Report(Graph) Profile of Calls Entering ACD Report(Graph) Profile of Maximum Wait to Answer ReportQueue Service LevelQueue Summary and Detail
Interaction Quality Manager ReportsCalibration DetailsCalibration Question Group Details ReportCalibration Recording SummaryDeleted Recording Audit by Date ReportDeleted Recording Audit by User ReportRecorder Questionnaire Detail ReportRecorder Scoring Summary ReportRecorder User Scoring Summary ReportQuality Scoring Details
Tracker ReportsTracker Individual Detail ReportTracker Individual Summary ReportTracker Interaction Segment Detail by IC User ReportTracker Interaction Segment Summary by IC User ReportTracker Location Detail ReportTracker Location Summary ReportTracker Organization Details ReportTracker Organization Summary Report
User ReportsFax Detail ReportFax Summary ReportFax Envelope Detail ReportFax Failure Detail ReportFax Failure Summary ReportUser Performance Summary ReportUser Call DetailUser Call SummaryUser AvailabilityUser Productivity
Wrap Up CodesWrap Up Codes
Account Code - SupervisorAccount Code Call Detail by Date ReportAccount Code Call Detail by User ReportAccount Code Call Summary by Date Report
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Account Code Call Summary by User ReportAgent Queue Activation
Queue Activation by Agent ReportAgent Activation by Workgroup Report
Call - Supervisor(Graph) Area Code Report(Graph) Calls Processed User Comparison Report(Graph) Incoming Calls by User Report(Graph) International Remote Number Logical Component One Report(Graph) Outgoing Calls by User Report(Supervisor) Caller ID Detail Report(Supervisor) Caller ID Summary Report(Supervisor) User Outbound Call Summary by Number Dialed ReportArea Code/Exchange Summary ReportHourly Call Summary by Extension ReportDialed Number Detail ReportInternational Remote Number Logical Component Two Summary ReportStation ID Detail ReportStation ID Summary ReportDirector ReportsDirector Reports
DNISDNIS Detail ReportStatistics Group DNIS Daily Report
General Administrative(Supervisor) IA Change Notification History Report(Supervisor) IC Change Notification History Report
Interaction FeedbackSatisfaction Trends (Line Graph) ReportSurvey Scoring Detail ReportSurvey Scoring Summary ReportSurvey vs. Quality Scores Report
IVRIVR Audit ReportIVR Breakdown ReportIVR Exit Path ReportIVR Summary ReportIVR Summary Abandoned Report
Queue/Wrap-upQueue Period Statistics Agent Wrap Up Code by Queue Detail ReportQueue Period Statistics Wrap-up Code Summary Report
Legacy Historical Reports(Supervisor) Agent Availability Detail Report(Supervisor) Agent Availability Summary Report(Supervisor) Number Search Report(Supervisor) User Call Detail Report(Supervisor) User Call Summary ReportAgent Availability Detail ReportAgent Availability Summary ReportAgent Availability with Activation ReportAgent Performance Detail for Queue ReportAgent Performance Detail for Queue by Date by Interaction Type ReportAgent Performance Detail for Queue by Interval ReportAgent Performance Summary for Queue ReportCaller ID Summary by Date ReportCaller ID Summary by User ReportDistribution Queue Performance (Date by Queue by Interaction Type) ReportDistribution Queue Performance (Date by Queue) ReportDistribution Queue Performance (Queue by Date Grouping) ReportDistribution Queue Performance (Queue by Date by Interaction Type) ReportDistribution Queue Performance (Queue by Date by Interval) ReportDistribution Queue Performance (Queue by Date) ReportDistribution Queue Performance (Queue by Interaction Type) ReportIVR Summary by Date ReportLine Activity Summary by Day ReportLine Activity Summary by Line Report
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Line Group Activity Summary by Day ReportLine Group Activity Summary by Line ReportLine Group All Trunks Busy for Interval By Grade of Service ReportQueue Period Statistics Abandon ReportQueue Period Statistics Abandon Report (Accumulative Percentage) ReportQueue Period Statistics Response ReportQueue Period Statistics Response Report (Accumulative Percentage) ReportRecorder Scoring Detail ReportRecorder Scoring Summary for Admin ReportRecorder Scoring User Summary for Admin ReportTracker Interaction Segment Detail for Admin ReportTracker Interaction Segment Summary for Admin Report
Legacy ReportsWrap Up Codes ReportLine Detail ReportLine Summary ReportQueue Detail ReportQueue Service Level ReportQueue Summary ReportUser Availability Detail ReportUser Availability Summary ReportUser Call Detail ReportUser Call Summary ReportUser Productivity Detail ReportUser Productivity Summary ReportLine Group Detail ReportLine Group Summary ReportQuality Scoring Details ReportCalibration Details ReportCalibration Recording Summary Report
Miscellaneous topicsAccount Code Call Detail by Date Report Filter
ParametersAccount Code Call Detail by Date Report Help
ParametersRecord Selection Criteria:Formulas:
Account Code Call Detail by User Report FilterParameters
Account Code Call Detail by User ReportParametersRecord Selection Criteria:Formulas:
Account Code Call Detail for Current User Report FilterParameters
Account Code Call Detail for Current User Report HelpParameters
Account Code Call Detail for Current User ReportParameters
Account Code Call Summary by Date Report FilterParameters
Account Code Call Summary by Date Report HelpParametersRecord Selection Criteria:Formulas:
Account Code Call Summary by User Report FilterParameters
Account Code Call Summary by User Report HelpParametersRecord Selection Criteria:Formulas:
Account Code Call Summary for Current User Report FilterParameters
Account Code Call Summary for Current User Report HelpParameters
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Account Code Call Summary for Current User ReportParameters
Line Group Activity Summary by Day Report HelpParameters
Actual vs. Forecast Historical Analysis Report FilterParameters
Actual vs. Forecast Historical Analysis Report HelpParametersRecord Selection Criteria for this report includes:
Adding the AND property to a parameterAdherence Detail by Date Report Filter
ParametersAdherence Detail by Date Report Help
ParametersAdherence Detail by Date Report
ParametersAdherence Detail by User Report Filter
ParametersAdherence Detail by User Report Help
ParametersAdherence Detail by User Report
ParametersAdherence Summary by Date Report Filter
ParametersAdherence Summary by Date Report Help
ParametersAdherence Summary by Date Report
ParametersAdherence Summary by User Report Filter
ParametersAdherence Summary by User Report Help
ParametersAdherence Summary by User Report
ParametersAdherence Summary Percentage by Date/User Report Filter
ParametersAdherence Summary Percentage by Date/User Report Help
ParametersAdherence Summary Percentage by Date/User Report
ParametersAdherence Summary Percentage by User/Date Report Filter
ParametersAdherence Summary Percentage by User/Date Report Help
ParametersAdherence Summary Percentage by User/Date Report
ParametersAgent Activation by Workgroup Report Filter
ParametersAgent Activation by Workgroup Report Help
ParametersVisual ElementsRecord Selection Criteria:
Agent Availability Detail Report FilterParameters
Agent Availability Detail Report HelpParameters
Agent Availability Summary Report FilterParameters
Agent Availability Summary Report HelpParameters
Agent Availability with Activation Report FilterParameters
Agent Availability with Activation Report HelpParameters
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Agent Disposition Summary Report FilterCreating a report filterRunning a reportReport Parameters
Agent Disposition Summary Report HelpAgent Disposition Summary Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Agent Performance Detail for Queue by Date by Interaction Type Report FilterFlexible FieldsParameters
Agent Performance Detail for Queue by Date by Interaction Type Report HelpFlexible FieldsParameters
Agent Performance Detail for Queue by Interval Report FilterFlexible FieldsParameters
Agent Performance Detail for Queue by Interval Report HelpFlexible FieldsParameters
Agent Performance Detail for Queue Report FilterParameters
Agent Performance Detail for Queue Report HelpParameters
Agent Performance Summary for Queue Report FilterParameters
Agent Performance Summary for Queue Report HelpParameters
Agent Success Results Report FilterCreating a report filterRunning a reportReport Parameters
Agent Success Results Report HelpAgent Success Results Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Agent Utilization by Campaign Report FilterCreating a report filterRunning a reportReport Parameters
Agent Utilization by Campaign Report HelpAgent Utilization by Campaign Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Agent Utilization Report FilterCreating a report filterRunning a reportReport Parameters
Agent Utilization Report HelpAgent Utilization Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Analyzer Report Parameters
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Analyzer Scoring Detail Report FilterCreating a report filterRunning a reportReport Parameters
Analyzer Scoring Detail Report HelpAnalyzer Scoring Detail Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Annotating a ReportTo annotate your report:Adding a graphic with textAdding a graphic without text
AnnotationsArea Code/Exchange Summary Report Filter
ParametersArea Code/Exchange Summary Report Help
ParametersRecord Selection Criteria:
Backward and ForwardBest Time to Call Analysis Report Filter
ParametersBest Time to Call Analysis Report HelpBest Time to Call Analysis Report
ParametersSample reportReport Element DescriptionsStored Procedure
Calibration Details FilterParametersParameter Descriptions
Calibration Details HelpCalibration Details
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Calibration Details Report FilterCreating a report filterRunning a reportReport Parameters
Calibration Details Report HelpCalibration Details Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Calibration Question Group Details Report FilterCreating a report filterRunning a reportReport Parameters
Calibration Question Group Details Report HelpCalibration Question Group Details ReportParametersReport ParametersSample reportReport Element DescriptionsStored ProcedureTables
Calibration Recording Summary Filter
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ParametersParameter Descriptions
Calibration Recording Summary HelpCalibration Recording Summary
ParametersParameter DescriptionsSample ReportReport Element DescriptionsStored ProcedureTables/Views
Calibration Recording Summary Report FilterCreating a report filterRunning a reportReport Parameters
Calibration Recording Summary Report HelpCalibration Recording Summary Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Call Analysis Report FilterCreating a report filterRunning a reportReport Parameters
Call Analysis Report HelpCall Analysis Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Call Answer Distribution Report FilterParameters
Call Answer Distribution Report HelpCall Answer Distribution Report
ParametersSample reportReport Element DescriptionsStored Procedure
Call History Report FilterCreating a report filterRunning a reportReport Parameters
Call History Report HelpCall History Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Caller ID Detail For Current User Report FilterParameters
Caller ID Detail For Current User Report HelpParameters
Caller ID Detail For Current User ReportParameters
Caller ID Summary by Date Report FilterParameters
Caller ID Summary by Date Report HelpParameters
Caller ID Summary by User Report FilterParameters
Caller ID Summary by User Report HelpParameters
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Caller ID Summary for Current User Report FilterParameters
Caller ID Summary for Current User Report HelpParameters
Caller ID Summary for Current User ReportParameters
Campaign Disposition Summary Report FilterCreating a report filterRunning a reportReport Parameters
Campaign Disposition Summary Report HelpCampaign Disposition Summary Report
CategoryWrap-up CodeParametersSample reportReport Element DescriptionsStored ProcedureTables
Campaign Statistics Report FilterCreating a report filterRunning a reportReport Parameters
Campaign Statistics Report HelpCampaign Statistics Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
CloseContinuous ScrollCopyDeleted Recording Audit by Date Report Filter
ParametersDeleted Recording Audit by Date Report Help
ParametersRecord Selection Criteria:
Deleted Recording Audit by User Report FilterParameters
Deleted Recording Audit by User Report HelpParametersRecord Selection Criteria:
Dialed Number Detail Report FilterParameters
Dialed Number Detail Report HelpParametersRecord Selection Criteria:
Campaign Success Results Report FilterCreating a report filterRunning a reportReport Parameters
Campaign Success Results Report HelpCampaign Success Results Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Dialer Report ParametersDistribution Queue Performance (Queue by Date by Interval) Report Help
ParametersDistribution Queue Performance (Queue by Interaction Type) Report Filter
ParametersDistribution Queue Performance (Date by Queue by Interaction Type) Report Filter
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ParametersDistribution Queue Performance (Date by Queue by Interaction Type) Report Help
ParametersDistribution Queue Performance (Date by Queue) Report Filter
ParametersDistribution Queue Performance (Date by Queue) Report Help
ParametersDistribution Queue Performance (Queue by Date by Interaction Type) Report Filter
ParametersDistribution Queue Performance (Queue by Date by Interaction Type) Report Help
ParametersDistribution Queue Performance (Queue by Date by Interval) Report Filter
ParametersDistribution Queue Performance (Queue by Date Grouping) Report Filter
ParametersDistribution Queue Performance (Queue by Date Grouping) Report Help
ParametersDistribution Queue Performance (Queue by Date) Report Filter
ParametersDistribution Queue Performance (Queue by Date) Report Help
ParametersDistribution Queue Performance (Queue by Interaction Type) Report Help
ParametersDNIS Detail Report Filter
ParametersDNIS Detail Report Help
ParametersRecord Selection Criteria:Formulas:
Export Report ButtonExport Crystal Report DataFax Detail Report Filter
Creating a report filterRunning a reportReport Parameters
Fax Detail Report HelpFax Detail ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Fax Envelope Detail Report FilterParameters
Fax Envelope Detail Report HelpParametersRecord Selection Criteria:Formulas:
Fax Failure Detail Report FilterParameters
Fax Failure Detail Report HelpParametersRecord Selection Criteria:Formulas:
Fax Failure Summary Report FilterParameters
Fax Failure Summary Report HelpParametersRecord Selection Criteria:Formulas:
Fax Summary Report FilterCreating a report filterRunning a reportReport Parameters
Fax Summary Report Help
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Fax Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
FindGo to first pageGo to last pageGo to next pageGo to previous page(Graph) Abandoned Call Profile Report Filter
Parameters(Graph) Abandoned Call Profile Report Help
Parameters(Graph) Answered Call Profile Report Filter
Parameters(Graph) Answered Call Profile Report Help
Parameters(Graph) Area Code Report Filter
Parameters(Graph) Area Code Report Help
ParametersRecord Selection Criteria:
(Graph) Calls Entered Line Group by Hour Report FilterParameters
(Graph) Calls Entered Line Group by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Calls Inbound Entered Line Group by Hour Report FilterParameters
(Graph) Calls Inbound Entered Line Group by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Calls Outbound Blocked Line Group by Hour Report FilterParameters
(Graph) Calls Outbound Blocked Line Group by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Calls Outbound Line Group by Hour Report FilterParameters
(Graph) Calls Outbound Line Group by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Calls Processed User Comparison Report FilterParameters
(Graph) Calls Processed User Comparison Report HelpParametersRecord Selection Criteria:
(Graph) Erlang Study Report FilterParameters
(Graph) Erlang Study Report HelpParametersRecord selection criteria:
(Graph) Incoming Calls by User Report FilterParameters
(Graph) Incoming Calls by User Report HelpParametersRecord Selection Criteria:Formulas:
(Graph) International Remote Number Logical Component One ReportParameters
(Graph) International Remote Number Logical Component One Report HelpParametersRecord selection criteria:
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(Graph) Outgoing Calls by User Report FilterParameters
(Graph) Outgoing Calls by User Report HelpParametersRecord Selection Criteria:Formulas
(Graph) Percent All Lines Busy by Hour Report FilterParameters
(Graph) Percent All Lines Busy by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Percent Line Group Busy by Hour Report FilterParameters
(Graph) Percent Line Group Busy by Hour Report HelpParametersRecord Selection Criteria:
(Graph) Profile of Average Speed of Answer Report FilterParameters
(Graph) Profile of Average Speed of Answer Report HelpParametersRecord selection criteria:
(Graph) Profile of Calls Abandoned in 1st Service Level Report FilterParameters
(Graph) Profile of Calls Abandoned in 1st Service Level Report HelpParametersRecord selection criteria:
(Graph) Profile of Calls Answered in 1st Service Level Report FilterParameters
(Graph) Profile of Calls Answered in 1st Service Level Report HelpParametersRecord selection criteria for this report includes:
(Graph) Profile of Calls Entering ACD Report FilterParameters
(Graph) Profile of Calls Entering ACD Report HelpParametersRecord selection criteria:
(Graph) Profile of Maximum Wait to Answer Report FilterParameters
(Graph) Profile of Maximum Wait to Answer Report HelpParametersRecord selection criteria:
Headcount Summary: Scheduled vs. Forecasted Report FilterParameters
Headcount Summary: Scheduled vs. Forecasted ReportParametersRecord Selection Criteria for this report includes:
Hourly Call Summary by Extension Report FilterParameters
Hourly Call Summary by Extension ReportParametersRecord Selection Criteria:
Individual Schedule Detail Report FilterParameters
Individual Schedule Detail Report HelpParametersRecord Selection Criteria for this report includes:
Individual Schedule Summary Report FilterParameters
Individual Schedule Summary Report HelpParametersRecord Selection Criteria for this report includes:
Interaction Optimizer Report ParametersInteraction Process Automation Report ParametersInteraction Quality Manager Report ParametersInternational Remote Number Logical Component Two Summary Report Filter
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ParametersInternational Remote Number Logical Component Two Summary Report Help
ParametersRecord selection criteria:
IVR Audit Report FilterParameters
IVR Audit Report HelpParametersRecord Selection Criteria:
IVR Breakdown Report FilterParameters
IVR Breakdown Report HelpParametersRecord Selection Criteria:
IVR Exit Path Report FilterParameters
IVR Exit Path Report HelpParametersRecord Selection Criteria:
IVR Summary Abandoned Report FilterParameters
IVR Summary Abandoned Report HelpParametersRecord Selection Criteria:
IVR Summary by Date Report FilterParameters
IVR Summary by Date Report HelpParameters
IVR Summary Report FilterParameters
IVR Summary Report HelpParametersRecord Selection Criteria:
IVRKeyword Hit Report Filter
ParametersKeyword Hit Report HelpKeyword Hit Report
ParametersSample reportReport Element DescriptionsViews
Line Activity by Hour Report FilterParameters
Line Activity by Hour Report HelpParametersRecord Selection Criteria:
Line Activity Summary by Day Report FilterParameters
Line Activity Summary by Day Report HelpParameters
Line Activity Summary by Line Report FilterParameters
Line Activity Summary by Line Report HelpParameters
Line Detail Report FilterCreating a report filterRunning a reportReport Parameters
Line Detail Report HelpLine Detail ReportParametersSample reportReport Element DescriptionsStored Procedure
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TablesLine Group Activity Summary by Day Report Filter
ParametersLine Group Activity Summary by Line Report Filter
ParametersLine Group Activity Summary by Line Report Help
ParametersLine Group All Trunks Busy for Interval by Day Report Filter
ParametersLine Group All Trunks Busy for Interval by Day Report Help
ParametersRecord Selection Criteria:
Line Group All Trunks Busy for Interval By Grade of Service Report FilterParameters
Line Group All Trunks Busy for Interval By Grade of Service Report HelpParameters
Line Group Detail Report FilterCreating a report filterRunning a reportReport Parameters
Line Group Detail Report HelpLine Group Detail ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Line Group Identification Report FilterParameters
Line Group Identification Report HelpParametersRecord Selection Criteria for this report includes:
Line Group Least Used Trunks by Day Report FilterParameters
Line Group Least Used Trunks by Day Report HelpParametersRecord Selection Criteria:
Line Group Summary and Detail FilterParametersParameter Descriptions
Line Group Summary and Detail HelpLine Group Summary and Detail
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Line Group Summary Report FilterCreating a report filterRunning a reportReport Parameters
Line Group Summary Report HelpLine Group Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Line Report ParametersLine Summary and Detail Filter
ParametersParameter Descriptions
Line Summary and Detail HelpLine Summary and Detail
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ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Line Summary Report FilterCreating a report filterRunning a reportReport Parameters
Line Summary Report HelpLine Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Main Report tabMenu BarMultiple Page ViewNavigation PaneNumber Search for Current User Report Filter
ParametersNumber Search for Current User Report Help
ParametersNumber Search for Current User Report
ParametersPage IndexPrevious Page Next Page Page IndexPrintProcess Detail Report Filter
Creating a report filterRunning a reportReport Parameters
Process Detail Report HelpProcess Detail ReportParametersSample ReportReport Element DescriptionsStored ProcedureTables
Process Summary Report FilterCreating a report filterRunning a reportReport Parameters
Process Summary Report HelpProcess Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Quality Scoring Details FilterParametersParameter Descriptions
Quality Scoring Details HelpQuality Scoring Details
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Queue Activation by Agent Report FilterParameters
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Queue Activation by Agent Report HelpParametersVisual ElementsRecord Selection Criteria:
Queue Detail Report FilterCreating a report filterRunning a reportReport Parameters
Queue Detail Report HelpQueue Detail Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Queue Period Statistics Abandon Report (Accumulative Percentage) Report FilterParameters
Queue Period Statistics Abandon Report (Accumulative Percentage) Report HelpParameters
Queue Period Statistics Abandon Report FilterParameters
Queue Period Statistics Abandon Report HelpParameters
Queue Period Statistics Agent Wrap Up Code by Queue Detail Report FilterParameters
Queue Period Statistics Agent Wrap Up Code by Queue Detail Report HelpParametersRecord Selection Criteria:Formulas:
Queue Period Statistics Response Report (Accumulative Percentage) Report FilterParameters
Queue Period Statistics Response Report (Accumulative Percentage) Report HelpParameters
Queue Period Statistics Response Report FilterParameters
Queue Period Statistics Response Report HelpParameters
Queue Period Statistics Wrap-up Code Summary Report FilterParameters
Queue Period Statistics Wrap-up Code Summary Report HelpParametersRecord Selection Criteria:Formulas:
Queue Report ParametersQueue Service Level Filter
ParametersParameter Descriptions
Queue Service Level HelpQueue Service Level
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Queue Service Level Report FilterCreating a report filterRunning a reportReport Parameters
Queue Service Level Report HelpQueue Service Level Report
ParametersSample reportReport Element DescriptionsStored Procedure
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TablesQueue Summary and Detail Filter
ParametersParameter Descriptions
Queue Summary and Detail HelpQueue Summary and Detail
ParametersParameter DescriptionsSample reportReport Element DescriptionsFlexible columnsStored ProcedureTables/Views
Queue Summary Report FilterCreating a report filterRunning a reportReport Parameters
Queue Summary Report HelpQueue Summary Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Queue/Wrap-upRecorder Questionnaire Detail Report Filter
ParametersRecorder Questionnaire Detail Report Help
ParametersRecord Selection Criteria:
Recorder Scoring Detail Report FilterParameters
Recorder Scoring Detail Report HelpParametersReport Element DescriptionsStored ProcedureTables
Quality Scoring Details Report FilterCreating a report filterRunning a reportReport Parameters
Quality Scoring Details Report HelpQuality Scoring Details Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
Recorder Scoring Summary for Admin Report FilterParameters
Recorder Scoring Summary for Admin Report HelpParameters
Recorder Scoring Summary Report FilterParameters
Recorder Scoring Summary Report HelpParametersRecord Selection Criteria:
Recorder Scoring User Summary for Admin Report FilterParameters
Recorder Scoring User Summary for Admin Report HelpParameters
Recorder User Scoring Summary Report FilterParameters
Recorder User Scoring Summary Report HelpParameters
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Record Selection Criteria:RefreshReport TabSatisfaction Trends (Line Graph) Report Filter
ParametersSatisfaction Trends (Line Graph) Report Help
ParametersRecord Selection Criteria:
Schedule (Graph) All Schedules: Published and not Published Report FilterParameters
Schedule (Graph) Report HelpParametersRecord Selection Criteria for this report includes:
Schedule Adherence and Conformance Detail Report FilterCreating a report filterRunning a reportReport Parameters
Schedule Adherence and Conformance Detail Report HelpSchedule Adherence and Conformance Detail Report
ParametersSample ReportReport ElementsStored Procedure
Schedule Adherence and Conformance Summary Report FilterCreating a report filterRunning a reportReport Parameters
Schedule Adherence and Conformance Summary Report HelpSchedule Adherence and Conformance Summary Report
ParametersSample ReportReport ElementsStored Procedure
Schedule (Graph) All Schedules: Published and not Published Report HelpParametersRecord Selection Criteria for this report includes:
Schedule (Graph) Report FilterParameters
Schedule (List) Report FilterParameters
Schedule (List) Report HelpParametersRecord Selection Criteria for this report includes:
Schedule (Text Based) All Schedules: Published and not Published Report FilterParameters
Schedule (Text Based) All Schedules: Published and not Published Report HelpParametersRecord Selection Criteria for this report includes:
Schedule (Text Based) Report FilterParameters
Schedule (Text Based) Report HelpParametersRecord Selection Criteria for this report includes:
Schedule Unit Detail Report FilterParameters
Schedule Unit Detail Report HelpParametersRecord Selection Criteria for this report includes:
Show Parameters buttonSingle Page ViewStation ID Detail Report Help
ParametersRecord Selection Criteria:Formulas:
Station ID Detail Report Filter19
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ParametersStation ID Summary Report Filter
ParametersStation ID Summary Report Help
ParametersRecord Selection Criteria:Formulas:
Statistics Group DNIS Daily Report FilterParameters
Statistics Group DNIS Daily Report HelpParametersRecord Selection Criteria:Formulas:
(Supervisor) Agent Availability Detail Report FilterParameters
(Supervisor) Agent Availability Detail Report HelpParameters
(Supervisor) Agent Availability Summary Report FilterParameters
(Supervisor) Agent Availability Summary Report HelpParameters
(Supervisor) Caller ID Detail Report FilterParameters
(Supervisor) Caller ID Detail Report HelpParametersVisual ElementsRecord Selection Criteria:
(Supervisor) Caller ID Summary Report FilterParameters
(Supervisor) Caller ID Summary Report HelpParametersVisual ElementsRecord Selection Criteria:
(Supervisor) IA Change Notification History Report FilterParameters
(Supervisor) IA Change Notification History Report HelpParametersRecord selection criteria:
(Supervisor) IC Change Notification History Report FilterParameters
(Supervisor) IC Change Notification History Report HelpParametersRecord selection criteria:
(Supervisor) Number Search Report FilterParameters
(Supervisor) Number Search Report HelpParameters
(Supervisor) User Call Detail Report FilterParameters
(Supervisor) User Call Detail Report HelpParameters
(Supervisor) User Call Summary Report FilterParameters
(Supervisor) User Call Summary Report HelpParameters
(Supervisor) User Outbound Call Summary by Number Dialed Report FilterParameters
(Supervisor) User Outbound Call Summary by Number Dialed Report HelpParametersRecord Selection Criteria:
Survey Scoring Detail Report FilterParameters
Survey Scoring Detail Report HelpParametersRecord Selection Criteria:
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Survey Scoring Summary Report FilterParameters
Survey Scoring Summary Report HelpParametersRecord Selection Criteria:
Survey vs. Quality Scores Report FilterParameters
Survey vs. Quality Scores Report HelpParametersRecord Selection Criteria:
Table of ContentsTime Off Request by Agent Report Filter
ParametersTime Off Request by Agent Report Help
ParametersRecord Selection Criteria for this report includes:
Time Off Request by Scheduling Unit Report FilterParameters
Time Off Request by Scheduling Unit Report HelpParametersRecord Selection Criteria for this report includes:
Toggle Group Tree ViewToggle Parameter PanelToolbarsTracker Individual Detail Report Filter
ParametersTracker Individual Detail Report Help
ParametersVisual ElementsRecord Selection Criteria:
Tracker Individual Summary Report FilterParameters
Tracker Individual Summary Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Detail by IC User Report FilterParameters
Tracker Interaction Segment Detail by IC User Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Detail for Admin Report FilterParameters
Tracker Interaction Segment Detail for Admin Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Detail for Current User Report FilterParameters
Tracker Interaction Segment Detail for Current User Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Detail for Current User ReportParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Summary by IC User Report FilterParameters
Tracker Interaction Segment Summary by IC User Report HelpParametersVisual ElementsRecord Selection Criteria:
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ParametersTracker Interaction Segment Summary for Admin Report Help
ParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Summary for Current User Report FilterParameters
Tracker Interaction Segment Summary for Current User Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Interaction Segment Summary for Current User ReportParametersVisual ElementsRecord Selection Criteria:
Tracker Location Detail Report FilterParameters
Tracker Location Detail Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Location Summary Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Location Summary Report FilterParameters
Tracker Organization Details Report FilterParameters
Tracker Organization Details Report HelpParametersVisual ElementsRecord Selection Criteria:
Tracker Organization Summary Report FilterParameters
Tracker Organization Summary Report HelpParametersVisual ElementsRecord Selection Criteria:
User Availability Detail Report FilterCreating a report filterRunning a reportReport Parameters
User Availability Detail Report HelpUser Availability Detail Report
ParametersSample reportReport Element DescriptionsStored ProcedureTables
User Availability FilterParametersParameter Descriptions
User Availability HelpUser Availability
ParametersParameter DescriptionsSample ReportReport Element DescriptionsStored ProcedureTables/Views
User Availability Summary Report FilterCreating a report filterRunning a reportReport Parameters
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User Availability Summary Report HelpUser Availability Summary ReportParametersSample ReportReport Element DescriptionsStored ProcedureTables
User Call Detail FilterParametersParameter Descriptions
User Call Detail For Current User Report FilterParameters
User Call Detail For Current User Report HelpParameters
User Call Detail For Current User ReportParameters
User Call Detail HelpUser Call Detail
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
User Call Detail Report FilterCreating a report filterRunning a reportReport Parameters
User Call Detail Report HelpUser Call Detail ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
User Call Summary FilterParametersParameter Descriptions
User Call Summary for Current User Report FilterParameters
User Call Summary for Current User Report HelpParameters
User Call Summary for Current User ReportParameters
User Call Summary HelpUser Call Summary
ParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
User Call Summary Report FilterCreating a report filterRunning a reportReport Parameters
User Call Summary Report HelpUser Call Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
User Outbound Call Summary by Number Dialed for Current User Report FilterParameters
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User Outbound Call Summary by Number Dialed for Current User Report HelpParameters
User Outbound Call Summary by Number Dialed for Current User ReportParameters
User Performance Summary Report FilterCreating a report filterRunning a reportReport Parameters
User Performance Summary Report HelpUser Performance Summary ReportParametersSample reportReport Element DescriptionsRecord Selection FormulaTable
User Productivity Detail Report FilterCreating a report filterRunning a reportReport Parameters
User Productivity Detail Report HelpUser Productivity Detail ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
User Productivity FilterParametersParameter Descriptions
User Productivity HelpUser Productivity
ParametersParameter DescriptionsSample ReportReport Element DescriptionsStored ProcedureTables/Views
User Productivity Summary Report FilterCreating a report filterRunning a reportReport Parameters
User Productivity Summary Report HelpUser Productivity Summary ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
User Report ParametersWork Items Report Filter
Creating a report filterRunning a reportReport Parameters
Work Items Report HelpWork Items ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
WorkspaceWrap Up Codes Filter
ParametersParameter Descriptions
Wrap Up Codes Help
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Wrap Up CodesParametersParameter DescriptionsSample reportReport Element DescriptionsStored ProcedureTables/Views
Wrap-Up Codes Report FilterCreating a report filterRunning a reportReport Parameters
Wrap Up Codes Report HelpWrap Up Codes ReportParametersSample reportReport Element DescriptionsStored ProcedureTables
Wrap-Up Codes Report ParametersWrap-up Code Interaction Detail by Date Report Filter
ParametersWrap-up Code Interaction Detail by Date Report Help
ParametersWrap-up Code Interaction Detail by Date Report
ParametersWrap-up Code Interaction Detail by User Report Filter
ParametersWrap-up Code Interaction Detail by User Report Help
ParametersWrap-up Code Interaction Detail for Current User Report Filter
ParametersWrap-up Code Interaction Detail for Current User Report Help
ParametersWrap-up Code Interaction Detail for Current User Report
ParametersWrap-up Code Interaction Summary by Date Report Filter
ParametersWrap-up Code Interaction Summary by Date Report Help
ParametersWrap-up Code Interaction Summary by Date Report
ParametersWrap-up Code Interaction Summary by User Report Filter
ParametersWrap-up Code Interaction Summary by User Report Help
ParametersWrap-up Code Interaction Summary by User Report
ParametersWrap-up Code Interaction Summary for Current User Report Filter
ParametersWrap-up Code Interaction Summary for Current User Report Help
ParametersWrap-up Code Interaction Summary for Current User Report
ParametersWrap-up Code Interaction Detail by User Report
ParametersZoom Out--Zoom In--Zoom ValueZoom
Change log
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About Interaction ReporterAbout Interaction ReporterInteraction Reporter, an add-on module for IC Business Manager, allows you to generate pre-defined reports. Depending on thereport, Interaction Reporter uses the ActiveReports 6 or Crystal Reports reporting runtime. Using a report Filter, simply configure thereport parameters and run the report. Report Filters can be saved to be used again, and a filter can also be exported to a file.
Depending on the report, when viewing a report, you can use the Report Viewer Toolbar to annotate a report, print a report, andexport a report for distribution. You can also customize your Interaction Reporter Workspace to display multiple Views.
Reports are organized in the Navigation Pane by category. The report categories are:Analyzer ReportsDialer ReportsInteraction OptimizerLine ReportsQueue ReportsInteraction Quality Manager ReportsTracker ReportsUser ReportsWrap-Up CodesAccount Code - SupervisorAgent Queue ActivationCall - SupervisorDirectorDNISGeneral AdministrativeInteraction FeedbackIVRQueue / Wrap-upLegacy Historical ReportsNoteNote By default, Legacy Historical Reports category is not visible. To display this category, from Interaction Administrator, in the ReportManagement node, select Report Configuration. On the Report Configuration page, in the Categories list, select Legacy HistoricalReports, and click the icon Edit the selected Category. In the Edit Category dialog, select Visible.Legacy ReportsNote Note The Legacy Legacy ReportsReports category contains reports that are generated using ActiveReports. The reports in the LegacyReports category have been replaced in Interaction Reporter in IC Business Manager with new versions built on Crystal Reports.The new Crystal reports can be found in Interaction Reporter under their respective categories. For example, the new CrystalUser reports can be found under the User Reports category, and the new Crystal Queue reports can be found under the QueueReports category.
To learn more about Interaction Reporter, see About the Interface.
Report ManagementReport ManagementReport Management, in Interaction Administrator, allows you to configure reports that were created using ActiveReports and CrystalReports. The reports configured in Report Management are run in Interaction Reporter in IC Business Manager. The ReportManagement Report Configuration page allows you to edit and manage metadata related to a report.
For more information on Report Management, see the Interaction Administrator Help and the PureConnect Reporting TechnicalReference. The latest versions of documents can be accessed from the PureConnect Documentation Library on the Genesys Website at: help.genesys.com.
PureConnect Data DictionaryPureConnect Data DictionaryThe PureConnect Data Dictionary Technical Reference provides a concise and detailed description of the database tables IC usesto store and generate reports on historical data. This includes information stored for interactions, queue statistics, agent and user
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http://help.genesys.comhttps://help.genesys.com/cic/datadictionary/content/Landing.html
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activity, line and line groups, administrative changes, and other Interaction Administrator configuration information. This documentassists you in understanding the structure and contents of IC tables.
For more information, see the PureConnect Data Dictionary Technical Reference located in the PureConnect Documentation Libraryon the Genesys Web site at: help.genesys.com.
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http://help.genesys.com
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About the User InterfaceAbout the User InterfaceInteraction Reporter uses the IC Business Manager user interface, which makes it easier to navigate your options when generatingand viewing reports. The interface includes menus, toolbars, navigation panes, and a workspace. For basic information on using theIC Business Manger interface, see Getting StartedGetting Started on the Help menu.
To learn more about the Interaction Reporter user interface features, pause the mouse pointer over the menu bar, toolbar,navigation pane, or the Workspace on the graphic below, and click to display more information.
Related TopicsRelated Topics
Customizing Interaction Reporter Workspace Views
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Run a ReportRun a ReportAvailable reports are listed, by category, in the Interaction Reporter Navigation Pane. You can run a report by configuring itsparameters in a Filter View in the Workspace, or you can run a report from a Filter you have created.
To learn more, see Running a Report.
Running a ReportRunning a ReportInteraction Reporter reports are accessed in the Navigation pane. Reports are listed as the following categories:
Analyzer ReportsAnalyzer ReportsDialer ReportsDialer ReportsInteraction OptimizerInteraction OptimizerInteraction Process AutomationInteraction Process AutomationLine ReportsLine ReportsQueue ReportsQueue ReportsInteraction Qual i ty Manager ReportsInteraction Qual i ty Manager ReportsTracker ReportsTracker ReportsUser ReportsUser ReportsWrap-up CodesWrap-up CodesAccount Code - SupervisorAccount Code - SupervisorAgent Queue ActivationAgent Queue ActivationCal l - SupervisorCal l - SupervisorDirectorDirectorDNISDNISGeneral AdministrativeGeneral AdministrativeInteraction FeedbackInteraction FeedbackIVRIVRQueue / Wrap-upQueue / Wrap-upLegacy Historical ReportsLegacy Historical ReportsLegacy ReportsLegacy Reports
You can run a report by configuring a report filter, or you can run a report from a saved filter.
To run a report, configure its parameters in the Filter View.1. In the Navigation Pane, under a report category, double-click a report. The report Filter View is displayed in the Workspace with
the required report parameters.2. Under Required ParametersRequired Parameters , configure the required report parameters.
NoteNote Crystal Reports uses the operating system (OS) localization setting instead of the ICBM language setting to interpretdecimal values in a parameter. If the regional format in Windows indicates Spanish (Spain), the report uses a comma (,) as adecimal. If the regional format in Windows indicates English, the report uses a period (.) as a decimal. When configuring yourreport parameters, enter a value that is formatted according to the OS locale of your client machine. For example, if your localeis Spanish and you need to provide a decimal, type "16,3" instead of "16.3".
3. Add Additional ParametersAdditional Parameters to the filter. To add an additional parameter, under Additional ParametersAdditional Parameters select a parameterfrom the list.
4. If the report filter contains Formatting ParametersFormatting Parameters or Group By and Summary ParametersGroup By and Summary Parameters , configure the optionalparameters for the filter.
NoteNote For detailed information on Report Parameters, see the online Help for each report filter. To access this Help, in theFilter View click on a parameter field and press F1F1.
Run a reportRun a report
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5. When you are configuring report parameters, you can view the number of records that will be used to generate your report byclicking Show CountShow Count on the toolbar.
6. When the parameters for your report have been configured, click Run ReportRun Report on the toolbar. The generated report is displayedin a report viewer in the Workspace.
For more information about the report viewer, see Viewing a Report.
Report filters are saved under each report in the Navigation Pane. For information on saving a report filter, see Using Report Filters.Here are the steps to run a report from a filter.1. In the Navigation Pane, expand the report, and then expand Filters. The saved Filters are displayed.
2. Under Fi l tersFi l ters , double-click a saved filter. The generated report is displayed in the report viewer in the Workspace.
Related TopicsRelated Topics
Using Report Filters
Viewing a Report
Using Report FiltersUsing Report FiltersReport filters are displayed in the Workspace and used to configure report parameters and run reports. Report filters are accessedin the Navigation Pane under each report. After running a report, you can save a Report Filter to be used again, and a filter can alsobe exported to a file. The filter of the most recently run report is saved in the Last Used filter in the Navigation Pane under eachreport name.
In the Filter view you can configure required report parameters, add additional report parameters, import or export a report filter file,load a filter or save a filter to the IC Server, show the count for the number of records in the report, and run the report.
Create a report filter by configuring report parameters.1. From the Navigation Pane, double-click a report name. The report filter is displayed in the Filter View in the Workspace.2. Configure the required report parameters that are displayed in the Workspace.3. Add additional report parameters to the filter.
To add a parameter, Click Add ParameterAdd Parameter . A new parameter is added to the filter.
Running a report from a saved filterRunning a report from a saved filter
Filter ViewFilter View
Creating a report filterCreating a report filter
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NoteNote To add multiple instances of the same parameter with the AndAnd property, see the Help topic Adding Adding the AND property tothe AND property toa parameter.a parameter.
NotesNotes
For information on report parameters, see the Help for each report filter. In the Filter View, click in a parameter field, andpress F1F1. When the Help topic is displayed, scroll down to the table for a description of Report Parameters.
If a report parameter requires a hyphenated name, such as Blakely-Eaton, the hyphen is interpreted as a range and the reportfails. The hyphenated text requires double quotation marks (" ") to run the report. For example, enter "Blakely-Eaton".
You can import and export a report filter file.
Import report filterImport report filter
To import a report filter from a file:1. In the Navigation PaneNavigation Pane , open the report filter for the file you are importing. For example, to import a Line Detail report filter,
under Line Line ReportsReports , double-click Line Line Detai lDetai l . The default filter is displayed in the Workspace.
2. Click ImportImport . The Import dialog is displayed.3. Select the NameName of the filter file to be imported. The name is displayed in the Fi le Fi le namename box.4. Click OpenOpen. The report filter is displayed in the Workspace.
Export report filterExport report filter
To export a report filter to a file:
1. Click ExportExport . The Export dialog is displayed.2. Type a descriptive name for the filter file in the Fi le Fi le namename box.3. Click SaveSave . The report is saved and the dialog box is closed.
You can save a report filter to the IC Server and load it from there.
Load report filterLoad report filter
To load a saved report filter from the IC Server:
1. From the ReportsReports toolbar, click Load Fi l terLoad Fi l ter . The Load Filter dialog is displayed.2. Select a filter name, and click OKOK. The report filter is displayed in the Workspace.
Save report filterSave report filter
To save a report filter to the IC Sever:
1. From the ReportsReports toolbar, click Save Fi l terSave Fi l ter . The Save Filter dialog is displayed.2. Type a descriptive name for the report filter in the lower box, and click OKOK. The filter name is displayed under the report name in
the Navigation Pane. You can run the report from the Navigation Pane by double-clicking the saved filter.
Importing or Exporting a report filterImporting or Exporting a report filter
Loading or Saving a report filterLoading or Saving a report filter
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You can reset a filter to its default view.
To reset filter parameters, from the ReportsReports toolbar, click ResetReset .The filter default parameters are displayed.
Related TopicRelated Topic
Running a Report
Resetting filter parametersResetting filter parameters
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View a ReportView a ReportAfter running a report from the Navigation PaneNavigation Pane , the generated report is displayed in the Report View in the Workspace. Whenviewing a report, you can press F1 for Help.
To learn more, see Viewing a Report.
Viewing a ReportViewing a ReportAfter running a report, the generated report is displayed in a report viewer in the Workspace. Interaction Reporter includes a ReportViewer toolbar with features to assist you while viewing a report.
The ActiveReports report viewer displays the following toolbar. To learn more about the Interaction Reporter Toolbar features, onthe following graphic pause the mouse pointer over an icon, and click to display more information.
To switch between displayed reports, click the Active Fi lesActive Fi les button . A list is displayed with the names of all the reportsopened in the Workspace. Click the name of the report you want to set the focus to.
Toolbar button descriptionsToolbar button descriptions
Here are the descriptions for the toolbar buttons.
ActiveReports viewer toolbarActiveReports viewer toolbar
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Toolbar ButtonToolbar Button DescriptionDescription
The Report tabReport tab displays the name of the Report in the Workspace. When the reportparameters are displayed in the Workspace, if you place the mouse over the Report tab thename of the Report is displayed. After you run a report, when you place the mouse over theReport tab, the filter information used to generate the report is displayed. If multiple reportsare displayed in the Workspace, click the Report tab to view the report page.
Right-click on a Report tab for more options. A short-cut menu is displayed, including anoption Close Al l But ThisClose Al l But This . When you have several reports open, use this option to closeall Reports except the one you have clicked and has focus.
Click this button to display the Table of ContentsTable of Contents . The Table of Contents contains twotabs at the bottom of the pane: Table Of ContentsTable Of Contents and Thumbnai l V iewThumbnai l V iew.
To PrintPrint the displayed report, click this button.
Use this button to CopyCopy the data in a report from the current page to the clipboard.
Use the FindFind button to search for text in a report. When you click the button, the Find dialogis displayed.
Click this button to display a Single Page V iewSingle Page V iew of the report.
To display multiple pages of your report in the Workspace, click the Multiple Page V iewMultiple Page V iewbutton. A drop-down menu is displayed. Select the layout to display report pages in theWorkspace. You can select up to six pages to display at a time.
The Continuous Scro l lContinuous Scro l l button allows you to scroll through your report one page at a time.
Use these buttons to Zoom OutZoom Out to see more of a report page or Zoom InZoom In to get a close-upview of the report page displayed in the Workspace. You can also enter a particular ZoomZoomValueValue by typing a percentage or choosing a setting from the drop-down list.
Use the Previous PagePrevious Page and Next PageNext Page buttons to view pages of your report inconsecutive order. You can also enter a specific page number in the Page IndexPage Index field.
Use these buttons to move BackwardBackward and ForwardForward through the history of viewed reportpages.
Use the Annotations button to add text and graphics to a report displayed in the Workspace.For details, see Annotating a Report.
To reload the report, click Refresh.Refresh.
To switch between displayed reports, click the Active Fi lesActive Fi les button . A list is displayedwith the names of all the reports opened in the Workspace. Click the name of the report youwant to set the focus to.
To close the report that has focus, click the CloseClose button .
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The Crystal Reports report viewer displays the following toolbar.
You can customize the Workspace Views for the Filter View and the Report View. This might be helpful to compare filterparameters for reports or to compare the results of multiple reports. For more information, see Customizing Interaction ReporterWorkspace Views.
Related TopicsRelated Topics
Customizing Interaction Reporter Workspace Views
Viewing a Sample Report
Customizing Interaction Reporter Workspace ViewsCustomizing Interaction Reporter Workspace ViewsYou can customize the Workspace for the Report Views and Filter Views. This might be helpful to compare filter parameters forreports or to compare the results of multiple reports. The Workspace can be split horizontally and vertically, and you can move aView to another Tab Group.
Note Note For detailed information on working with views, see Create horizontal , vertical , o r tabbed group viewsCreate horizontal , vertical , o r tabbed group views in the ICBusiness Manager Getting Started Help.
To split your Workspace into a new Tab Group, right-click on the Tab of a Report View or Filter View and select New HorizontalNew HorizontalTab GroupTab Group or New Vertical Tab GroupNew Vertical Tab Group.
When you select New Horizontal Tab GroupNew Horizontal Tab Group, the View is split horizontally and the Report or Filter is displayed in the newhorizontal view.
When you select New Vertical Tab GroupNew Vertical Tab Group, the View is split vertically and the Report or Filter is displayed in the new vertical view.
You can move a Report View or Filter View to a different Tab Group. To move a View to another Tab Group, right-click on the Taband in the shortcut menu click Move to Next Tab GroupMove to Next Tab Group or Move to Previous Tab GroupMove to Previous Tab Group.
Crystal Reports viewer ToolbarCrystal Reports viewer Toolbar
Customizing the Workspace ViewCustomizing the Workspace View
Splitting your Workspace ViewSplitting your Workspace View
Moving a View to a another Tab GroupMoving a View to a another Tab Group
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When a Tab Group contains more Report Views or Filter Views than can be displayed at one time, use Active Fi lesActive Fi les drop-downarrow to display a list of all the Views in a Tab Group.
Related TopicsRelated Topics
Viewing a Report
Viewing a Sample Report
Displaying a list of Report Views and Filter Views in a Tab GroupDisplaying a list of Report Views and Filter Views in a Tab Group
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Viewing a Sample ReportViewing a Sample ReportSample reports are examples of actual reports that have been generated by Interaction Reporter. The sample reports illustrate thereport designs and the content of each report type.
You can view examples of Interaction Reporter reports in the online Help.
To view a sample report:1. From the Table of Contents, in the Interaction Interaction Reporter reportsReporter reports book, expand a report category, for example, Line ReportsLine Reports2. Click on a report name, such as Line Line Detai l ReportDetai l Report3. Information is displayed about the report. To view an example of the report, under the heading, Sample Sample ReportReport , click on the
report image.
A sample of the report is displayed.
Note Note For detailed information on individual reports, see the Interaction Interaction Reporter reportsReporter reports book in the Help Table ofContents. To view information for a specific report, on the ContentsContents tab expand this book, click on a report category, and thenclick on the name of a report. A Help topic with all the details of the report is displayed.
Related TopicsRelated Topics
Viewing a Report
Export Report DataExport Report DataReport data can be exported when viewing a report in the Workspace.
CrystalCrystal reports can be exported, in a standard readable format or as unformatted data, using the Export Button on the report viewer,or clicking the Export button on the main toolbar.
ActiveReportsActiveReports can be exported, in a standard readable format or as unformatted data, by clicking the Export button on the maintoolbar.
To learn more about exporting a report, see Exporting Report Data.
You can export report data from a report that is displayed in the Workspace. Data can be exported in a formatted readable format orin an unformatted data format.
Crystal reports dataCrystal reports data
Crystal reports can be exported, in a standard readable format or as unformatted data, using the ExportExport button on the main toolbar,or using the Export Button in the report viewer.
Crystal report Export button on main toolbarCrystal report Export button on main toolbar
Exporting Report DataExporting Report Data
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Crystal reports FFormattedormatted data can be exported to the following formats:Excel 97-2003HTMLPDFTextTab-Separated TextCrystal RPT
Crystal reports UnformattedUnformatted data can be exported to the following format:CSV format
The following Additional Crystal FormatsAdditional Crystal Formats can be used to export Crystal reports data:Crystal Reports (*.rpt)PDF (*.pdf)Character Separated Values (CSV) (*.csv)Microsoft Excel (97-2003) (*.xls)Microsoft Excel (97-2003) Data-Only (*.xls)Microsoft Excel Workbook Data-Only (*.xlsx)Microsoft Word (97-2003) (*.doc)Microsoft word (97-2003) - Editable (*.rtf)Rich Text Format (RTF) (*.rft)XML (*.xml)
Crystal report Export button in report viewerCrystal report Export button in report viewer
The following Crystal formats can be used to export Crystal reports data from the report viewer.Crystal Reports (*.rpt)PDF (*.pdf)Character Separated Values (CSV) (*.csv)Microsoft Excel (97-2003) (*.xls)Microsoft Excel (97-2003) Data-Only (*.xls)Microsoft Excel Workbook Data-Only (*.xlsx)Microsoft Word (97-2003) (*.doc)Microsoft word (97-2003) - Editable (*.rtf)Rich Text Format (RTF) (*.rft)XML (*.xml)
ActiveReports dataActiveReports data
Using the ExportExport button on the main toolbar, ActiveReports formatted data can be exported to the following formats:ExcelHTMLPDFText
ActiveReports unformatted data can be exported to the following format:CSV format
For more information, see Exporting Formatted Data and Exporting Unformatted Data.
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You can export formatted data from a report that is displayed in the Workspace.
Exporting Crystal reports dataExporting Crystal reports data
You can export a Crystal report using the main toolbar or the Report Viewer toolbar.
Main toolbarMain toolbar
To export your Crystal report to one of the supported formatted data formats:
1. From the Interaction Reporter main toolbar, click Export Export 2. On the Export menu point to FormattedFormatted, and then select the file format that you want to export the report to.
3. On the Save As dialog, name and save the file. A progress indicator displays the status of the exported file.
Report viewer toolbarReport viewer toolbar
To export your Crystal report to one of the supported formatted data formats:1. When your report is displayed in the workspace, click the Export ReportExport Report button on the report viewer toolbar.
2. On the Export Report dialog, select an export report format from the Save as typeSave as type drop-down list.
Exporting ActiveReports dataExporting ActiveReports data
Export ActiveReports using the main toolbar. To export your ActiveReport to one of the supported formatted data formats:
1. From the Interaction Reporter main toolbar, click Export Export
Exporting Formatted DataExporting Formatted Data
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2. On the Export menu point to FormattedFormatted, and then select the file format that you want to export the report to.
3. On the Save As dialog, name and save the file. A progress indicator displays the status of the exported file.
Related Topics
Exporting Unformatted Data
You can export report data in an unformatted data format from a report that is displayed in the Workspace.
Unformatted report data can be exported to:CSV format
To export your report data to a CSV data format:To export your report data to a CSV data format:
1. From the Interaction Reporter toolbar, click Export Export .2. On the Export menu point to UnformattedUnformatted and then click CSV.
3. On the Save As dialog, name and save the file. A progress indicator displays the status of the exported file.
Related Topics
Exporting Formatted Data
Exporting Unformatted DataExporting Unformatted Data
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Interaction Reporter reportsInteraction Reporter reportsThe following Help topics contain detailed information for all Interaction Reporter reports and are listed by report category. Todisplay a report's Help topic, expand the report category and click the name of the report.
Viewing a Sample ReportViewing a Sample ReportSample reports are examples of actual reports that have been generated by Interaction Reporter. The sample reports illustrate thereport designs and the content of each report type.
You can view examples of Interaction Reporter reports in the online Help.
To view a sample report:1. From the Table of Contents, in the Interaction Interaction Reporter reportsReporter reports book, expand a report category, for example, Line ReportsLine Reports2. Click on a report name, such as Line Line Detai l ReportDetai l Report3. Information is displayed about the report. To view an example of the report, under the heading, Sample Sample ReportReport , click on the
report image.
A sample of the report is displayed.
Note Note For detailed information on individual reports, see the Interaction Interaction Reporter reportsReporter reports book in the Help Table ofContents. To view information for a specific report, on the ContentsContents tab expand this book, click on a report category, and thenclick on the name of a report. A Help topic with all the details of the report is displayed.
Related TopicsRelated Topics
Viewing a Report
Analyzer ReportsAnalyzer ReportsThe Analyzer Reports provide information on contact center management for agent and customer interactions.
The Analyzer Scoring Detail Report provides Analyzer scoring data on agent and customer cumulative scores for contact centermanagement. This report displays positive and negative scores for keywords from both the agent and customer conversation legs.The report displays data from all workgroups by interval. It also breaks down scores by workgroup, with the name of the recordedagent and the scoring details of the recorded interaction.
The information in the Scoring Detail report is displayed by interval and workgroup and includes:The sum of positive customer scores for the interactionThe sum of negative customer scores for the interactionThe sum of positive agent scores for the interactionThe sum of negative customer scores for the interaction
Analyzer Scoring Detail ReportAnalyzer Scoring Detail Report
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The total sum of customer scores for the interactionThe total sum of agent scores for the interactionThe total sum of customer and agent scores for the interaction
ParametersParameters
The following parameters can be specified for the Scoring Detail:Recording Date/TimeAgentWorkgroupSite IDTop N ResultsBottom N ResultsGroup OrderInterval
Sample reportSample report
Click on the image below to view a sample of this report.
Report Element DescriptionsReport Element Descriptions
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ReportReportE lementE lement
Database Database Column or ComputationColumn or Computation
Interactions Row Count
Avg. TotalScore
(Avg. Agent Score + Avg. Customer Score) / 2
Avg. AgentScore
Average of the sum of Agent Positive and Agent Negative scores
Avg.CustomerScore
Average of the sum of Customer Positive and Customer Negative scores
Workgroup Workgroup
RecordingID
RecordingId
Duration Duration
AgentName
DisplayName
InitiationPolicyName
InitiationPolicyName
OverallScore
{IR_RecordingMedia.KeywordCustomerScorePositive} + {IR_RecordingMedia.KeywordCustomerScoreNegative}+ {IR_RecordingMedia.KeywordAgentScorePositive} + {IR_RecordingMedia.KeywordAgentScoreNegative}
CustomerScore
{IR_RecordingMedia.KeywordCustomerScorePositive} + {IR_RecordingMedia.KeywordCustomerScoreNegative}
AgentScore
{IR_RecordingMedia.KeywordAgentScorePositive} + {IR_RecordingMedia.KeywordAgentScoreNegative}
Cust. + {IR_RecordingMedia.KeywordCustomerScorePositive}
Cust. - {IR_RecordingMedia.KeywordCustomerScoreNegative}
Agent + {IR_RecordingMedia.KeywordAgentScorePositive}
Agent - {IR_RecordingMedia.KeywordAgentScoreNegative}
Stored ProcedureStored Procedure
sprpt_AnalyzerScore
TablesTables
IR_RecordingMediaIR_EventIntxSegment
Keyword Hit ReportKeyword Hit Report 43
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The Keyword Hit report displays detail and summary views of keyword hits that were identified by Analyzer keyword categories, overa specified period of time. A bar chart reporting on the percentage of recordings containing hits from Keyword categories and achart showing the count and percent of recordings that contain keyword hits by category are displayed. The report has hyperlinks todrill down to a Keyword Detail view and an Interaction Detail View for additional information on keyword hits within each call.
The information in the Keyword Hit report is displayed by Workgroup, Keyword Set Category, and Keyword Set name and includes:KeywordDateNumber of recordingsNumber of hits
ParametersParameters
The following parameters can be specified for the Keyword Hit report:Recording Data/Time Recording Data/Time Required parameterDisplay Chart Display Chart Boolean parameter set to True by default, which controls the visibility of the chart on the first page of thereportKeyword Set CategoryKeyword Set CategoryKeyword Set NameKeyword Set NameChart Top N ResultsChart Top N Results Numeric parameter set to Top 10 categories, by default, that controls how many categories display onthe chartWorkgroup QueueWorkgroup Queue Parameter set by default to use the Secured Workgroup search, which can be configured by anadministrator to use a textbox searchIntervalInterval Numeric parameter set by default to group data Daily=1, other values are: Day of week=0; Week=2; Month=3
SSample reportample report
Click on the image below to view a sample of this report.
Report Element DescriptionsReport Element Descriptions
Keyword Hit Main ReportKeyword Hit Main Report
Keyword Hit ReportKeyword Hit Report
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Report E lementReport E lement Database Database Column or ComputationColumn or Computation
Workgroup (Header) AnalyzerKeywordHit_viw.Workgroup
Keyword Set Category (Header) AnalyzerKeywordHit_viw.Category
Keyword Set Name (Header) AnalyzerKeywordHit_viw.Displayname
Keyword AnalyzerKeywordHit_viw.KeywordName
Date Convert to Local (AnalyzerKeywordHit_viw.RecordingDate)
# Recordings Distinct Count (AnalyzerKeywordHit_viw.RecordingIds)
# Hits Count of KeywordName per Keyword ID
Keyword Detail ViewKeyword Detail View
Report E lementReport E lement Database Database Column or ComputationColumn or Computation
Workgroup Current Workgroup (AnalyzerKeywordHit_viw. Workgroup)
Category Current Category (AnalyzerKeywordHit_viw.Category)
Keyword Set Name Current Keyword Set Name (AnalyzerKeywordHit_viw.DisplayName)
Distinct Count ofRecordings
Distinct Count (AnalyzerKeywordHit_viw.RecordingId)
Recording Id AnalyzerKeywordHit_viw.RecordingId
Recording Date/Time Convert to Local (AnalyzerKeywordHit_viw.RecordingDate)
Duration AnalyzerKeywordHit_viw.Duration
Event offset DateDiff (AnalyzerKeywordHit_viw.RecordingDate,AnalyzerKeywordHit_viw.EventDate )
Customer Positive Score AnalyzerKeywordHit_viw.KeywordCustomerScorePositive
Customer NegativeScore
AnalyzerKeywordHit_viw.KeywordCustomerScoreNegative
Agent Positive Score AnalyzerKeywordHit_viw.KeywordAgentScorePositive
Agent Negative Score AnalyzerKeywordHit_viw.KeywordAgentScoreNegative
Channel AnalyzerKeywordHit_viw.KeywordChannel
Score AnalyzerKeywordHit_viw.KeywordScore
Spotted Confidence % AnalyzerKeywordHit_viw.KeywordConfidence
Interact ion Detail View--using hyperlink from main reportInteract ion Detail View--using hyperlink from main report45
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Report E lementReport E lement Database Database Column or ComputationColumn or Computation
Workgroup Current Workgroup (AnalyzerKeywordHit_viw. Workgroup)
Category Current Category (AnalyzerKeywordHit_viw.Category)
Keyword Set Name Current Keyword Set Name (AnalyzerKeywordHit_viw.DisplayName)
Keyword Current Keyword (AnalyzerKeywordHit_viw.KeywordName)
Distinct count ofRecordings
Distinct Count (AnalyzerKeywordHit_viw.RecordingId)
Interaction ID Key AnalyzerKeywordHit_viw.QueueObjectIDKey
Interaction Direction InteractionsView.Direction
Recording ID AnalyzerKeywordHit_viw.RecordingId
Segment Start Convert to Local (InteractionsView.StartDateTime)
Participants Display name based on InteractionsView.InitiatorLastName andInteractionsView.InitiatorFirstName
Display name based on InteractionsView.RespondentLastName andInteractionsView.RespondentFirstName
Role InteractionsView.InitiatorRole
iAddress InteractionsView.InitiatorIAddress
InteractionsView.RespondentIAddress
Ended By InteractionsView.InitiatorHowEnded
InteractionsView.RespondentHowEnded
Duration InteractionsView.Duration
InteractionsView.RespondentDuration
ViewsViews
AnalyzerKeywordHit_viw (Main Report and Keyword Hit subreport )InteractionsView (Interaction Detail subreport from Hyperlink )
Dialer ReportsDialer ReportsThe Dialer Reports display detailed information on Agent success on Dialer calls and Dialing algorithm statistics. For moreinformation on specific Dialer Reports, click on a report name under Dialer ReportsDialer Reports .
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The Agent Success Results report displays detailed information about an Agent's success on Dialer calls that were routed to theagent. The details are displayed by the Site ID and Campaign name, by agent, for the specified date and period of time for aconnected call.
The information in this report is displayed by Agent and includes:Difference From Average (DFA) for the number of Dialer CallsPercentage of Right party Contacts (RPC) related to total dialed callsPercentage of successes related to number of Right Party ContactsTotal Results per Right Party ContactsTotal results per successes
ParametersParameters
The following parameters can be specified for the Agent Success Results report:Date TimeCampaignSite IDWrap-up CategoryDisplay Legends
Sample reportSample report
Click on the image below to view a sample of this report.
Report Element DescriptionsReport Element Descriptions
Agent Success Results ReportAgent Success Results Report
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Report E lementReport E lement Database Database Column or ComputationColumn or Computation
Agent IceLib GetDisplayName function based on corresponding icuserid, firstname, lastname from theIndividual table.
Dialer calls # DistinctCount(CallHistory.CallIDKey)
Dialer calls DFA (#Dialer Calls) - (Total Average Dialer Calls)
Right Party Contacts # count(CallHistory.isContact)
Right Party Contacts%Calls
Count(CallHistory.isContact)/DistinctCount(CallHistory.CallIDKey)
Right Party ContactsDFA
RPC %Calls - Total Average(RPC %Calls)
Successes # Count(CallHistory.isSuccess)
Successes %RPC Count(CallHistory.isSuccess)/Count(CallHistory.isContact)
Successes DFA %RPC - (Total Average %RPC)
Results Total Sum(successresult)
Results per RPC Sum(successresult) / (#RPC)
Results DFA (per RPC) (Results per RPC) - (Total Average Per RPC)
Results Per Succ Sum(successresult) / (#Success)
Results DFA (per Succ) Results Per Succ - (Total Average Per Succ)
Report LegendsReport Legends
SymbolSymbol DescriptionDescription
DFADFA Difference from average
%Cal ls%Cal ls Percentage of right party contacts related to total dialed calls
%RPC%RPC Percentage of successes related to number of right party contacts
Per RPCPer RPC Total results per right party contacts
Per SuccPer Succ Total results per successes
Stored ProcedureStored Procedure
sprpt_AgentSuccess2sprpt_AgentSuccess_count2
TablesTables
CallHistoryIndividual
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The Call History report displays detailed information for all dialing results from call history. The report includes many parametersfor specific reporting results.
The information in this report includes:Campaign namePhone numberCall DateRemote Answer timeMessage Play timeConnected Agent timeAgent nameCall disconnected timeCall durationAbandon OR ContactedCategoryWrap-up code
ParametersParameters
The following parameters can be specified for the Call History report:Date TimeAbandonedAgent IDCampaignContactedConnected to AgentDurationPhone NumberSite IDWrap-up CategoryShow Legend
Sample reportSample report
Click on the image below to view a sample of this report.
Report Element DescriptionsReport Element Descriptions
Call History ReportCall History Report
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Report E lementReport E lement Database Database Column or ComputationColumn or Computation
Campaign Campaignname
Phone No phonenumber
Call Date CallPlacedTimeUTC
Remote Answer callansweredtimeUTC
Msg Play messageplaytimeUTC
Conn Agent callconnectedtimeUTC
Agent Agent
Call disc calldisconnectedtimeUTC
Duration length
Abd/Con IsAbandon OR IsContact
Category* Wrapupcategory
Code* Wrapupcode
* Admin Access rights are required for the Wrapup category and Wrapup code to be displayed in the report. If you do not have theappropriate rights, the ID (GUID) of the category or code is displayed in the report column.
Stored ProcedureStored Procedure
sprpt_DialerCallHistory2sprpt_DialerCallHistory_count2
TablesTables
CallHistory
The Campaign Disposition Summary Report is an analysis of call dispositions, by Agent-assigned dispositions and Dialer-assigneddispositions, with wrap-up category and wrap-up code breakdown.
The detailed statistics for disposition by Category and Wrap-up Code are:
CategoryCategory
CategoryNumber of callsCalls percentage of totalCall Length TotalCall Length AverageCall length percentage of total
Campaign Disposition Summary ReportCampaign Disposition Summary Report
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Wrap-up CodeWrap-up Code
CategoryWrap-up codeNumber o